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CIK: 0002055554
Total reported value
$221.6M
$221.6M
122 檔
37.8%
At the close of Q2 2026, Meriwether Wealth & Planning, LLC disclosed equity holdings valued at approximately $221.6M, spread across 122 reported holdings.
Meriwether Wealth & Planning, LLC executed strategic sector rebalancing during Q2 2026, establishing 7 new positions while fully exiting 11 holdings and trimming 46 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHV | Schwab US Large-cap Value | ETF-Other | 11.58% | -1.06% | +2.28% | |
| 2 | SCHG | Schwab US Large-cap Growth | ETF-Other | 11.02% | +0.16% | +2.31% | |
| 3 | FBND | Fidelity Total Bond ETF | ETF-Other | 9.09% | -3.95% | +1.84% | |
| 4 | VXUS | Vanguard Total Intl Stock | ETF-Other | 5.76% | -0.17% | +40.03% | |
| 5 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 4.12% | -0.04% | — | |
| 6 | BSCR | Invesco Bulletshares 2027 Cb | ETF-Other | 3.75% | -0.22% | +1.25% | |
| 7 | SCHA | Schwab US Small-cap ETF | ETF-Other | 3.58% | -0.47% | -2.30% | |
| 8 | BSCS | Invesco Bulletshares 2028 Cb | ETF-Other | 3.49% | -0.26% | +1854.97% | |
| 9 | XOM | Exxon Mobil CORP | Stock-Energy | 2.63% | -2.63% | EXIT | |
| 10 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.03% | -0.17% | +0.81% | |
| 11 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 1.81% | -0.14% | +1.83% | |
| 12 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.65% | -0.21% | -1.90% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.59% | -0.15% | +1.65% | |
| 14 | SEIM | Sei Qim US Large Cap Momentu | ETF-Large Cap & Growth | 1.54% | -0.09% | +15.73% | |
| 15 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.44% | -0.11% | +3.63% | |
| 16 | IDMO | Invesco S&p International De | ETF-Other | 1.38% | +0.01% | +17.41% | |
| 17 | AMAT | Applied Materials Inc | Stock-Tech | 1.17% | -0.38% | -10.25% | |
| 18 | MSFT | Microsoft CORP | Stock-Tech | 1.07% | +0.26% | +3.09% | |
| 19 | CAT | Caterpillar Inc | Stock-Industrials | 1.05% | -0.33% | — | |
| 20 | AAPL | Apple Inc | Stock-Tech | 1.02% | +0.04% | +5.07% | |
| 21 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.95% | -0.09% | +13.79% | |
| 22 | NVDA | Nvidia CORP | Stock-Tech | 0.85% | — | +1.85% | |
| 23 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.84% | -0.15% | +2570.34% | |
| 24 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.72% | -0.03% | +1.18% | |
| 25 | GD | General Dynamics CORP | Stock-Industrials | 0.60% | -0.13% | +0.82% | |
| 26 | V | Visa Inc-class A Shares | Stock-Financials | 0.58% | -0.04% | -1.56% | |
| 27 | COP | Conocophillips | Stock-Energy | 0.58% | +0.05% | +0.55% | |
| 28 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 0.57% | -0.13% | -0.48% | |
| 29 | BFST | Business First Bancshares | Stock-Other | 0.57% | -0.07% | -1.06% | |
| 30 | SMH | Vaneck Semiconductor ETF | ETF-Other | 0.56% | -0.01% | +38.24% | |
| 31 | XLE | Ss Energy Select Sector | ETF-Other | 0.53% | +0.02% | -2.59% | |
| 32 | BDX | Becton Dickinson And Co | Stock-Healthcare | 0.53% | +0.04% | +5.78% | |
| 33 | ELV | Elevance Health Inc | Stock-Healthcare | 0.51% | -0.04% | -6.39% | |
| 34 | ADI | Analog Devices Inc | Stock-Tech | 0.51% | -0.05% | -11.38% | |
| 35 | WMT | Walmart Inc | Stock-Consumer Staples | 0.51% | +0.04% | +39.12% | |
| 36 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.50% | -0.08% | -4.26% | |
| 37 | UL | Unilever Plc-sponsored Adr | Stock-Consumer Staples | 0.49% | -0.04% | +3.36% | |
| 38 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.49% | -0.12% | -0.22% | |
| 39 | ET | Energy Transfer LP | Stock-Energy | 0.48% | +0.02% | +1.24% | |
| 40 | MDT | Medtronic plc | Stock-Healthcare | 0.48% | -0.02% | +26.63% | |
| 41 | DE | Deere & Co | Stock-Industrials | 0.48% | -0.02% | -0.20% | |
| 42 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 0.48% | -0.16% | +1.00% | |
| 43 | KLAC | Kla CORP | Stock-Tech | 0.45% | -0.19% | +901.01% | |
| 44 | MU | Micron Technology Inc | Stock-Tech | 0.43% | -0.07% | -2.70% | |
| 45 | ORCL | Oracle CORP | Stock-Tech | 0.43% | -0.07% | -6.92% | |
| 46 | CVX | Chevron CORP | Stock-Energy | 0.42% | +0.02% | -0.37% | |
| 47 | EPD | Enterprise Products Partners | Stock-Energy | 0.41% | -0.02% | — | |
| 48 | OMC | Omnicom Group | Stock-Comm Services | 0.40% | -0.03% | +0.66% | |
| 49 | ✓ | Stock-Other | 0.40% | -0.04% | — | ||
| 50 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.40% | -0.05% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | DYNF | Ishrs US E F R A Etf-usd Inc | +4.1% | NEW | New buy |
| 2 | BSCS | Invesco Bulletshares 2028 Cb | +3.3% | +1854.97% | Add |
| 3 | VXUS | Vanguard Total Intl Stock | +1.7% | +40.03% | Add |
| 4 | SCHG | Schwab US Large-cap Growth | +0.8% | +2.31% | Add |
| 5 | SCHV | Schwab US Large-cap Value | +0.6% | +2.28% | Add |
| 6 | AMAT | Applied Materials Inc | +0.5% | -10.25% | Trim |
| 7 | ✓ | +0.4% | NEW | New buy | |
| 8 | SEIM | Sei Qim US Large Cap Momentu | +0.4% | +15.73% | Add |
| 9 | SCHA | Schwab US Small-cap ETF | +0.3% | -2.30% | Trim |
| 10 | SMH | Vaneck Semiconductor ETF | +0.3% | +38.24% | Add |
| 11 | MU | Micron Technology Inc | +0.3% | -2.70% | Trim |
| 12 | CAT | Caterpillar Inc | +0.3% | — | Unchanged |
| 13 | ICE | Intercontinental Exchange In | +0.2% | NEW | New buy |
| 14 | AMD | Advanced Micro Devices | +0.2% | -4.17% | Trim |
| 15 | KLAC | Kla CORP | +0.2% | +901.01% | Add |
| 16 | IDMO | Invesco S&p International De | +0.2% | +17.41% | Add |
| 17 | GOOG | Alphabet Inc-cl C | +0.1% | -1.90% | Trim |
| 18 | MRVL | Marvell Technology Inc | +0.1% | NEW | New buy |
| 19 | VEA | Vanguard Ftse Developed ETF | +0.1% | +13.79% | Add |
| 20 | AROC | Archrock Inc | +0.1% | NEW | New buy |
| 21 | VST | Vistra CORP | +0.1% | NEW | New buy |
| 22 | AMZN | Amazon.com Inc | +0.1% | +3.63% | Add |
| 23 | DAL | Delta Air Lines Inc | +0.1% | NEW | New buy |
| 24 | AAPL | Apple Inc | +0.1% | +5.07% | Add |
| 25 | WMT | Walmart Inc | +0.1% | +39.12% | Add |
| 26 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | -1.82% | Trim |
| 27 | NVDA | Nvidia CORP | +0.1% | +1.85% | Add |
| 28 | BNY | Bank Of New York Mellon CORP | +0.1% | -0.48% | Trim |
| 29 | ELV | Elevance Health Inc | +0.1% | -6.39% | Trim |
| 30 | SCHM | Schwab US Mid Cap ETF | +0.1% | +24.12% | Add |
| 31 | CSCO | Cisco Systems Inc | 0% | -1.58% | Trim |
| 32 | JPM | Jpmorgan Chase & Co | 0% | +0.81% | Add |
| 33 | GOOGL | Alphabet Inc-cl A | 0% | -2.49% | Trim |
| 34 | LLY | Eli Lilly & Co | 0% | -1.85% | Trim |
| 35 | TSLA | Tesla Inc | 0% | +6.16% | Add |
| 36 | BKNG | Booking Holdings Inc | 0% | +2570.34% | Add |
| 37 | F | Ford Motor Co | 0% | +11.27% | Add |
| 38 | BFST | Business First Bancshares | 0% | -1.06% | Trim |
| 39 | V | Visa Inc-class A Shares | 0% | -1.56% | Trim |
| 40 | MDT | Medtronic plc | 0% | +26.63% | Add |
| 41 | DE | Deere & Co | 0% | -0.20% | Trim |
| 42 | RSP | Invesco S&p 500 Equal Weight | 0% | — | Unchanged |
| 43 | ABBV | Abbvie Inc | 0% | -1.18% | Trim |
| 44 | VUG | Vanguard Growth ETF | 0% | +512.75% | Add |
| 45 | VXF | Vanguard Extended Market ETF | 0% | +0.47% | Add |
| 46 | ESUM | Eventide US Market ETF | 0% | -1.11% | Trim |
| 47 | AVGO | Broadcom Inc | 0% | -3.12% | Trim |
| 48 | TLN | Talen Energy CORP | 0% | -0.30% | Trim |
| 49 | VOE | Vanguard Mid-cap Value ETF | 0% | +7.76% | Add |
| 50 | LYG | Lloyds Banking Group Plc-adr | 0% | +0.01% | Add |
According to official SEC Form 13F filings, Meriwether Wealth & Planning, LLC reported a total U.S. public equity portfolio value of $221.6M across 122 disclosed positions in Q2 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SCHV, SCHG, FBND) accounted for 37.8% of total reported equity market value during Q2 2026.
Top New Position Initiated
DYNF
市值: $8.3M
Top Position Liquidated / Trimmed
SEIQ
前期市值: $4.7M
During Q2 2026, Meriwether Wealth & Planning, LLC's top holdings by market value included SCHV (11.6%)、SCHG (11.0%)、FBND (9.1%). The largest single position, SCHV, represented 11.6% of total portfolio value.
In Q2 2026, Meriwether Wealth & Planning, LLC made 117 total portfolio adjustments, initiating 7 new buys, adding to 53 positions, trimming 46 holdings, and fully liquidating 11 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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